WealthPLAN Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WealthPLAN Partners’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-830	Closed	-$33.9K	–	754
2023 Q2	$33.9K	Hold	830	–	–	﹤0.01%	577
2023 Q1	$36.4K	Buy	+830	New	+$47.1K	﹤0.01%	615
2017 Q2	–	Sell	-1,230	Closed	-$65.3K	–	317
2017 Q1	$65.3K	Buy	+1,230	New	+$68.8K	0.23%	85
2016 Q3	$175K	Sell	4,132 -4,128	-50%	-$169K	0.06%	158
2016 Q2	$159K	Buy	+8,260	New	+$326K	0.02%	457
2015 Q4	$152K	Buy	+10,890	New	+$471K	0.02%	317
2015 Q2	$160K	Buy	3,630 +590	+19%	+$25.1K	0.07%	99
2015 Q1	$124K	Buy	+3,040	New	+$120K	0.06%	155

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

WealthPLAN Partners's KRE Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2023, closing a stake of 830 shares — an estimated $33.9K sold.

WealthPLAN Partners first reported a position in KRE in Q1 2015 and held it in 8 quarters. The position peaked at $175K in Q3 2016. 452 funds tracked by Wall St. Rank hold KRE as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 830 State Street SPDR S&P Regional Banking ETF shares in Q3 2023, an estimated $33.9K.
WealthPLAN Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's State Street SPDR S&P Regional Banking ETF position peaked at $175K in Q3 2016.
452 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.